Funder DirectoryANN A MERGENS FOUNDATION INC
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Private foundation (trust)EIN 274113304Est. 2012-02

ANN A MERGENS FOUNDATION INC

SHELBURNE, VT 05482

Accepts unsolicited proposals

Total Assets

$8.5M

FY 2023

Annual Giving

$285K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$29K

FY 2023

Grant Range

$10K–$110K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$236K

Total Expenses

$394K

Qualifying Distributions

$366K

Distributable Amount

$385K

Min. Investment Return

$388K

Undistributed Income

$4K

Payout rate 95%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.95%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $10K through median $20K to maximum $110K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2017 to 2023. Peak $375K in 2017. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

68 grants

LIVE LIKE JAKE FOUNDATION
$545K
6 grants
SHELBURNE FARMS
$225K
6 grants
CENTER FOR CREATIVE EDUCATION
$145K
6 grants
LOGGERHEAD MARINE LIFE CENTER
$140K
6 grants
Stern Center
$110K
4 grants
GREATER BURLINGTON YMCA
$95K
6 grants
JUPITER HILLS COMMUNITY FOUNDATION
$80K
5 grants
BURLINGTON CITY ARTS
$75K
6 grants

Grant Size Distribution

68 grants

<$10K
18
grants
$10–50K
44
grants
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Florida
$995K
56% of total
Vermont
$795K
44% of total

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ANN A MERGENS FOUNDATION INC — Grants, Financials & Contact | Grantivo